Westside Investment Management, Inc. Ishares Tr U S Utils ETF Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Westside Investment Management, Inc. holds 310 shares of IDU stock, worth $30,652. This represents 0.01% of its overall portfolio holdings.

Number of Shares

310

Previous 310 -0.0%

Holding current value

$30,652

Previous $27.2 Million 16.09%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$80.91 - $92.63 $4,045 - $4,631	50 Added 19.23%	310 $27.2 Million
Q4 2023 Jan 12, 2024	SELL	$70.39 - $82.51 $14,078 - $16,502	-200 Reduced 43.48%	260 $20.8 Million
Q1 2022 Apr 25, 2022	BUY	$79.56 - $91.11 $7,956 - $9,111	100 Added 27.78%	460 $41,000
Q4 2021 Feb 15, 2022	SELL	$79.02 - $88.43 $7,902 - $8,843	-100 Reduced 21.74%	360 $31,000
Q4 2020 Jan 15, 2021	BUY	$73.61 - $82.19 $16,930 - $18,903	230 Added 100.0%	460 $35,000
Q2 2020 Jul 21, 2020	SELL	$64.5 - $78.05 $2,580 - $3,122	-40 Reduced 14.81%	230 $16,000
Q1 2020 Apr 16, 2020	SELL	$56.5 - $88.53 $24,012 - $37,625	-425 Reduced 61.15%	270 $18,000
Q2 2019 Jul 24, 2019	BUY	$72.15 - $77.08 $14,430 - $15,416	200 Added 40.4%	695 $104,000
Q4 2018 Feb 05, 2019	BUY	$65.33 - $72.1 $32,338 - $35,689	495 New	495 $33,000
Q3 2018 Nov 08, 2018	SELL	$65.43 - $69.3 $32,780 - $34,719	-501 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	$61.72 - $66.07 $2,407 - $2,576	-39 Reduced 7.22%	501 $0
Q1 2018 Apr 16, 2018	BUY	$59.97 - $65.92 $3,058 - $3,361	51 Added 10.43%	540 $0
Q3 2017 Nov 13, 2017	BUY	$66.38 - $67.19 $3,385 - $3,426	51 Added 11.64%	489 $0
Q2 2017 Sep 14, 2017	SELL	N/A	-812 Reduced 64.96%	438 $0
Q2 2017 Aug 15, 2017	BUY	N/A	1,250	1,250 $0

Others Institutions Holding IDU

# of Institutions

283

Shares Held

7.81M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

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Westside Investment Management, Inc. Ishares Tr U S Utils ETF Transaction History